See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,487 | $59,101-80.6% | $77,163-85.1% | $75,163-84.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.68% | 26.71%-12.0pp | 37.87%-23.2pp | 160.62%-145.9pp |
| Employer contribution / active EE | $949 | $1,995-52.5% | $2,535-62.6% | $2,670-64.5% |
| Participant deferral / active EE | $2,173 | $2,999-27.5% | $3,833-43.3% | $4,125-47.3% |
| Admin fee / account holder | $1,580 | $4,774-66.9% | $5,472-71.1% | $5,651-72.0% |